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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

KIMBERLY MARIE SURBER

Advisor at J. W. COLE ADVISORS, INC.

TAMPA, FL | Fort Collins, CO | Severance, CO

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Search this name across graphsid dfx:ria:846e32fd-0399-6489-fdc4-41df9b0b2d6d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J. W. COLE ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 23, 1998
First registration: Mar 31, 2003
Dual registered: yes, broker-dealer
Other names: KIMBERLY MARIE BRASHEAR|KIMBERLY MARIE GREEN|KIMBERLY KAHN
IAPD individual key: 2918106

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Jul 12, 2021	n/a	yes	TAMPA, FL\|Severance, CO\|Fort Collins, CO	Current employment
INTELLIGENCE DRIVEN ADVISERS, LLC	Independent wealth	Jan 3, 2019	Aug 16, 2019	no	MURRIETA, CA\|CARLSBAD, CA	Previous registration
LABRUM WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 24, 2017	Mar 1, 2019	no	Murrieta, CA\|CARLSBAD, CA	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Oct 31, 2003	Oct 9, 2017	no	MURRIETA, CA\|PEACHTREE CORNERS, GA\|WINCHESTER, CA\|NORTH POLE, AK\|ALPHARETTA, GA	Previous registration
IFG ADVISORY SERVICES INC	n/a	Mar 31, 2003	Nov 22, 2003	no	WOODSTOCK, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTELLIGENCE DRIVEN ADVISERS, LLC	J. W. COLE ADVISORS, INC.	Aug 16, 2019	Jul 12, 2021	696	Firm change after gap	RIA to RIA
LABRUM WEALTH MANAGEMENT, LLC	INTELLIGENCE DRIVEN ADVISERS, LLC	Mar 1, 2019	Jan 3, 2019	-57	Firm change after gap	RIA to new firm
THE STRATEGIC FINANCIAL ALLIANCE	LABRUM WEALTH MANAGEMENT, LLC	Oct 9, 2017	Oct 24, 2017	15	Firm change	Other
IFG ADVISORY SERVICES INC	THE STRATEGIC FINANCIAL ALLIANCE	Nov 22, 2003	Oct 31, 2003	-22	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
150734:299589:CA:2019-03-01	Mar 1, 2019	Jan 3, 2019	CARLSBAD, CA	Firm change after gap

Relationships

Registered with (5)

→ J. W. COLE ADVISORS, INC.Registered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserregistration: previous registration
Jan 3, 2019 to Aug 16, 2019factForm ADV
→ LABRUM WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 24, 2017 to Mar 1, 2019factForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Oct 31, 2003 to Oct 9, 2017factForm ADV
→ IFG ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Mar 31, 2003 to Nov 22, 2003factForm ADV

Dated events

No dated event names this entity yet.